About Cetera
Cetera is a company based in El Segundo (United States) founded in 2010 was acquired by Genstar Capital in June 2018. Cetera has raised $10.17 million across 2 funding rounds from investors including RCS Capital and Genstar Capital. The company has 4 employees as of December 31, 2022. Cetera has completed 5 acquisitions, including Avantax, Concourse Financial and MAGIS Financial Partners.
- Headquarter El Segundo, United States
- Employees 4 as on 31 Dec, 2022
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Email
Locked
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Phone
Locked
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Website
Locked
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Social
Locked
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Annual Revenue
Not available
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Net Profit
-$2.16 K (USD)-4as on Apr 30, 2023
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EBITDA
Not available
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Total Equity Funding
$10.17 M (USD)
in 2 rounds
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Latest Funding Round
$1.12 B (USD), Debt – Conventional
Oct 01, 2018
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Investors
RCS Capital
& 1 more
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Employee Count
4
as on Dec 31, 2022
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Investments & Acquisitions
Avantax
& 4 more
- Acquired by
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People of Cetera
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Software Development Team
57 people
Finance and Accounting
34 people
Legal and Compliance
33 people
Leadership Team
32 people
Sales and Marketing
26 people
Senior Team
20 people
Product Management Team
16 people
Data Analysis and Operations Team
15 people
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Funding Insights of Cetera
Cetera has successfully raised a total of $10.17M across 2 strategic funding rounds. The most recent funding activity was a Debt – Conventional round of $1.12 billion completed in October 2018. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Cetera
Cetera has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include RCS Capital and Genstar Capital.
| Investor | Description | Founded Year | Domain | Location |
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Diversified investment management firm
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Investor details for Cetera
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Investments & Acquisitions by Cetera
Cetera has strategically engaged in corporate development activities, having acquired 5 companies. Notable acquisitions include Avantax, Concourse Financial and MAGIS Financial Partners.
Investment portfolio details for Cetera
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- Portfolio identities
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Verified entity values are shown only after access is granted.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Insurance, financial planning, and investment management services are provided.
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Locked | Locked | 2020 | Locked | |
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Retirement investment management services are provided for planning needs.
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Locked | Locked | 2004 | Locked | |
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Financial advisory services are provided to clients by Prosperity Advisors.
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Locked | Locked | 1989 | Locked |
Complete acquisition details for Cetera
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Financial Statements - Cetera
Detailed financials for Cetera
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Cetera Comparisons
Peer comparison for Cetera
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Competitors of Cetera
Detailed competitors of Cetera
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Latest news on Cetera
Complete news archive for Cetera
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Frequently Asked Questions about Cetera
Cetera was founded in 2010.
Cetera is headquartered in El Segundo, United States. It is registered at El Segundo, California, United States.
Cetera is a funded company, having raised a total of $10.17M across 2 funding rounds to date.
As of Dec 31, 2022, the latest employee count at Cetera is 4.
Cetera Financial Group was founded in 2010 and is headquartered in El Segundo, United States. Operations focus on the financial services sector, where advisory support is extended to independent advisors, institution-based professionals, tax experts, and investment programs for banks and credit unions. Recognition has been received through two Bank Insurance Securities Association Technology Innovation Awards for the DOL DynamIQs and Cetera Fastpath initiatives.
Cetera has made 5 acquisitions, including Avantax, Concourse Financial, and MAGIS Financial Partners.
Cetera has 2 investors. Key investors include RCS Capital, and Genstar Capital.